FAFN
First Affirmative Financial Network’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-896
| Closed | -$260K | – | 270 |
|
2024
Q1 | $260K | Buy |
896
+113
| +14% | +$32.8K | 0.19% | 177 |
|
2023
Q4 | $239K | Buy |
+783
| New | +$239K | 0.19% | 179 |
|
2022
Q4 | – | Sell |
-745
| Closed | -$218K | – | 162 |
|
2022
Q3 | $218K | Sell |
745
-96
| -11% | -$28.1K | 0.28% | 115 |
|
2022
Q2 | $263K | Sell |
841
-43
| -5% | -$13.4K | 0.3% | 104 |
|
2022
Q1 | $345K | Buy |
884
+8
| +0.9% | +$3.12K | 0.33% | 88 |
|
2021
Q4 | $328K | Buy |
876
+56
| +7% | +$21K | 0.3% | 96 |
|
2021
Q3 | $244K | Buy |
+820
| New | +$244K | 0.25% | 124 |
|